Facilities Planner

Industry: Facilities Management
Location: Connecticut - New Haven
Sector: Higher Education
Search ID: 22-0105-05
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Matthew D. Lesher
Matthew D. Lesher
Ryan R. Pugh
Ryan R. Pugh


Yale University has retained Helbling to conduct an executive search to secure a Facilities Planner.

Position Focus 

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.

Reporting to the Associate Director of Planning Administration, the Architect Planner is responsible for supporting campus planning activities, working collaboratively with the Yale Office of Facilities team, Yale stakeholders, and multi-disciplinary consultants. The Architect Planner will work on a wide range of planning initiatives, including space programming, planning studies, feasibility studies, systems planning, and campus planning at multiple scales. The incumbant will be responsible for project formulation (i.e., establishing the scope / schedule / budget parameters) of capital projects. The position requires an interest and experience in planning for diverse programs, including academic, administrative, athletic, medical, research, and cultural units. The position will also support and advance the sustainable design goals of the University through the application of sustainable design principles.

Essential Duties

  • Develops planning models based on the needs of department and institutional priorities. 
  • Participates in the resolution of planning and technical conflicts and recommends cost effective options and approaches. 
  • Ensures that institutional planning objectives and strategies are incorporated into departmental plans and projects.
  • Manages authorizations by preparing succinct presentations that distill complex project issues into distinct, clear options, thereby allowing for informed and timely decision-making.
  • Establishes priorities for the allocation of design resources. Provides information and recommendations on physical and comprehensive planning and design issues, large-scale planning studies, and special facilities planning topics. 
  • Manages and reviews the progress and quality of the work performed by outside and in-house consultants. Manages the work efforts of external architects and engineers. 
  • Acts as the primary contact among project architects, other consultants, various building committees, technical and operations groups, and staff members during the planning phase of the project. 
  • Provides advice to ensure conformity with specifications, codes, regulations, and University Design Standards. Develops engineering and architectural program requirements. 
  • Resolves conflicting issues with consultants, project scope, budgets and schedules. Develops overall project budgets including construction, consultant and other fees, furnishings and equipment, operations and testing costs. Manages the selection of consultants.
  • Ensures projects in the planning phase are completed within the approved budget and schedule, and conform to applicable codes and zoning ordinances. 
  • May perform other duties as assigned.

About Yale University

Yale University is a private, Ivy League research institution that was founded in 1701. Approximately 12,060 students attend Yale, its setting is urban, and the campus size is 260 acres. Yale University's ranking in the 2022 edition of U. S. News & World Report’s Best Colleges is number 5 in the National Universities category.
Yale blends its Ivy tradition of excellence with a modern work culture that values different points of view and thrives on respect and innovation. The University offers challenging, exciting, and rewarding careers to those who seek opportunities to grow and excel. Regardless of role, Yale values each person’s contribution and nurtures his or her professional development through tuition reimbursement programs and numerous opportunities for on-campus learning. The diversity of Yale is reflected in a vibrant and stimulating work environment.

Along with exceptional benefits such as health care, pension plans, competitive pay, generous paid time off, tuition assistance, life insurance, and long-term disability insurance, faculty and staff enjoy Yale’s world-class museums, performing arts, libraries, and sporting events.


Founded in 1638, New Haven, CT is rich with a history of innovation and artistry. Known as the Elm City, thanks to a mention by author Charles Dickens, New Haven combines the urban sophistication of nearby New York City and Boston, with the charm of traditional New England. The city is best explored on foot and easily navigated through a network of pedestrian-friendly streets.  

Nearly every street in Downtown New Haven offers the opportunity to experience world and local art, the city’s deep-rooted history, and one-of-a-kind performances. The city is alive with the enrichments provided by an internationally recognized university. The recently expanded Yale University Art Gallery houses a diverse collection of more than 200,000 works, while the Yale Center for the British Art features the largest and most comprehensive collection of British art outside of the United Kingdom. ArtSpace is a contemporary gallery spotlighting the work of local, national, and international artists and anchors the Historic 9th Square District.

New Haven’s theatre scene is unmatched thanks to the Shubert Theatre, home of many Rodgers and Hammerstein world premieres, the Tony-award-winning Long Wharf and Yale Repertory Theaters, and home-grown theater companies like A Broken Umbrella Theater. 

With the Long Island Sound in its front yard and the rocky high cliffs of multiple state parks in its backyard, Greater New Haven has natural advantages that even many states do not have. There are public beaches and boardwalks that stretch for miles and areas to kayak or fish. Naturalists have their pick of wildlife preserves. The hills farther north are interlaced with walking trails, ranging from a stroll to a strenuous hike. When the winter snows arrive, cross-country skiing is popular. Residents enjoy attending football games at the Yale Bowl or matches at the Connecticut Open Tennis tournament, which is a big-name warm-up for the U.S. Open.

Helpful Links

About Yale:
About New Haven: 


Required Education and Experience

  • Ability to communicate with members of the academic, scientific, and healthcare communities to understand and discuss specific research and clinical needs. Ability to work within a project team structure.
  • Proven ability to develop planning solutions and participate in the resolution of planning and technical issues and recommend cost effective options and approaches. 
  • Ability to synthesize technical programmatic needs and develop alternative planning solutions to use as tools for establishing design.
  • Proven knowledge of architectural, engineering and construction technology, theory, practices, and principles. Knowledge of building codes, zoning ordinances, and related regulations.
  • Well-developed organizational, analytical, oral and written communication, and managerial skills and the ability to process multiple projects, set priorities, and work independently to meet objectives. Proven knowledge of project development, execution, and budgeting, including life-cycle cost analysis. 
  • Skill with Microsoft Office software including Word, Excel, PowerPoint, and Microsoft Project.
  • Experience with institutional / academic building types and large-scale construction programs. 
  • Knowledge of historic preservation preferred. 
  • AutoCAD and REVIT knowledge with strong 3-D modeling skills using SketchUp and Rhino software preferred. 
  • GIS and database knowledge and skills diagramming and mapping preferred.
  • LEED Certification preferred.

Yale University considers applicants for employment without regard to, and does not discriminate on the basis of, an individual’s sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Yale discriminate on the basis of sexual orientation or gender identity or expression. Title IX of the Education Amendments of1972 protects people from sex discrimination in educational programs and activities at institutions that receive federal financial assistance.
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